|
1
|
SEI Investments
Oaks,
Pennsylvania
|
$87.5M
|
+$313K
|
+9,819
|
+0.4%
|
|
|
2
|
Pollock Investment Advisors
Ann Arbor,
Michigan
|
$51.5M
|
+$909K
|
+28,522
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.56M
|
+$7.26K
|
+228
|
+0.3%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$2.32M
|
-$14.1K
|
-443
|
-0.6%
|
|
|
5
|
Chatterton & Associates
Anaheim,
California
|
$1.51M
|
+$1.48M
|
+46,610
|
New
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.46M
|
+$92K
|
+2,887
|
+7%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
+$1.14M
|
+35,765
|
+577%
|
|
|
8
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.01M
|
-$16K
|
-503
|
-2%
|
|
|
9
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$805K
|
+$793K
|
+24,903
|
New
|
|
|
10
|
K2 Financial
Glendora,
California
|
$720K
|
-$16.7K
|
-524
|
-2%
|
|
|
11
|
NewEdge Advisors
New Orleans,
Louisiana
|
$603K
|
+$2.07K
|
+65
|
+0.3%
|
|
|
12
|
Merit Financial Group
Alpharetta,
Georgia
|
$574K
|
+$41.3K
|
+1,295
|
+8%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$418K
|
-$8.66K
|
-272
|
-2%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$305K
|
+$94.6K
|
+2,969
|
+46%
|
|
|
15
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$278K
|
+$18.3K
|
+573
|
+7%
|
|
|
16
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$265K
|
+$262K
|
+8,212
|
New
|
|
|
17
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$262K
|
–
|
–
|
–
|
|
|
18
|
Principal Securities
Des Moines,
Iowa
|
$250K
|
+$18.7K
|
+587
|
+8%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$243K
|
+$240K
|
+7,519
|
New
|
|
|
20
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$220K
|
+$8.28K
|
+260
|
+4%
|
|
|
21
|
Diversified Enterprises
Wilmington,
Delaware
|
$208K
|
+$205K
|
+6,425
|
New
|
|
|
22
|
Global Retirement Partners
San Rafael,
California
|
$140K
|
+$138K
|
+4,332
|
New
|
|
|
23
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$44K
|
–
|
–
|
–
|
|
|
24
|
WPG Advisers
Baltimore,
Maryland
|
$40.4K
|
+$478
|
+15
|
+1%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$31.6K
|
-$3.89K
|
-122
|
-11%
|
|
